Financial Growth Workshop

Looking for an enthusiastic financial expert to teach your employees about personal finance in a fun, interactive, and simple way?
So grateful to be able to host my first
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So grateful to be able to host my first
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What's included in the Package?

Workplace Workshop

3 2-hour workshop sessions with financial topics such as:

  • Money Mindset & Goal Setting

  • Spending Plan (Budget)

  • Debt and Credit

  • Real Estate & Mortgage

  • Employee Benefits 

  • Risk Tolerance & Mgmt.

  • Cashflow

  • Insurance 

  • Investments 

  • Retirement Planning

Advisor @Work

One of our advisor will go to your place of business for a full day on a monthly or quarterly basis. 

Offering employees the opportunity to have access to individual sessions with a financial advisor. 

(Session timeframes will be customized to meet your business needs and staffing)

**Advisor @Work service is available after The Financial Growth Workshop is completed. Call for package pricing.**

Extra Employee perks

Each employee will also have access to our Right Capital financial planning tool that tracks their financial plan and personal accounts in real time month after month to make sure they are staying on track to reach their goals!

Employees also have access to our custodial relationship with TDAmeritrade to receive special pricing and access to different investments, tools, and resources.

Want to offer your employees more?
Get our Gold Package to offer each one of your employees a tailor-made financial plan and personal monthly financial coaching at a significant discount from retail pricing!
Oh... and you also get a 25% discount from our Starter or Silver pricing!

©2018 by The Lamb Financial Planning, LLC. A Registered Investment Advisory Firm in the State of Texas. All rights reserved.